Harmony Wealth Management LTD

Initial consultation free
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.

We can advise you on

250
£100k+
£100k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

What our clients say

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T J & K Winter
Harmony Wealth have overseen our entire financial affairs from their inception and for many years previously by Neil. We have found their impartial and independent advice invaluable, covering a wide...
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Trevor Mee
Trust my hard earned savings to a banker to invest? Not me! I use Harmony Wealth Management. Harmony for friendly, simply explained, trustworthy and truly independent financial advice.
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Ian Plows
What were the circumstances that caused you to look for a financial adviser? Very poor interest rates at local banks. Upcoming retirement. Investment of deceased parents property. How did Neil...
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Mrs E Cunningham
Mr Neil Smith has been looking after my mother's financial affairs for a number of years. He has always dealt with our queries promptly and he is always very professional and friendly, nothing is too...
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Bob Rowley
What were the circumstances that caused you to look for a financial adviser? I have dealt with Neil for some 21 years now and during that time his advice has enabled me to take best advantage of my...
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Christine May
What were the circumstances that caused you to look for a financial adviser? My husband, a solicitor, died when I was 43 years old with a 6 year old child. My husband had taken care of all our...

Contact us

Mann Island, 1 Mann Island, Liverpool, L31BP
+441
Website
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Compliance 

Harmony Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority.

Harmony Wealth Management Ltd is entered on the Financial Services Register (<url hidden>) under reference 713818.

Harmony Wealth Management Limited is Incorporated and registered in England & Wales under Registration Number: 7006728 
Registered Office: Penmore House, Hasland Road, chesterfield, Derbyshire, S41 0SJ

We use meeting facilities around the UK, however the above address is our only registered address.

Legal information

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